What departments does Coordinated Plan have?

Coordinated Plan has employees across 2 departments including Customer Success, Analytics.

What is the largest department at Coordinated Plan?

The largest department at Coordinated Plan is Customer Success with 1 employees.

Where are Coordinated Plan employees located globally?

Coordinated Plan has employees across 1 continents and 1 countries including United States Of America.

How has Coordinated Plan's team size changed over time?

Coordinated Plan's team has grown from approximately 8 to 10 employees based on available data.

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Coordinated Plan Employee Directory

Financial ServicesNew York, United States11-50 Employees

Coordinated Plan operates in the Financial Services sector, providing planning coordination for both close-knit businesses and corporate clients. The firm emphasizes guiding clients through complex tax considerations in larger estates and facilitating business continuation and succession transfers for privately held firms, alongside wealth accumulation strategies. Its approach includes collaborating with qualified tax professionals to develop up-to-date, effective plans aligned with the goals of executives and their families. Based in Pittsford, New York, the organization positions itself as a specialized advisor focused on integrated planning for business owners and their leadership teams. The company is led by Randy Schuster, a long-standing financial advisor and MDRT member, and operates from a local office to serve clients in the region.

Coordinated Plan Global Highlights

North America
16

United States Of America
16

Coordinated Plan's Leadership

P. C.
Relationship Manager
Mobile Phone
Email
A. S.
Financial Paraplanner And Analyst
Mobile Phone
Email
D. C.
Registered Service Associate
Mobile Phone
Email

Coordinated Plan Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Coordinated Plan

Name

Title

Contact

Location

Last Update

P. C.
Relationship Manager
Mobile Phone
Email
Oct 17, 2024
A. S.
Financial Paraplanner And Analyst
Mobile Phone
Email
Oct 16, 2024
D. C.
Registered Service Associate
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Coordinated Plan known for?

Coordinated Plan operates in the Financial Services industry. Explore Coordinated Plan's company overview page for more information.

What is Coordinated Plan's most common email format?

Coordinated Plan employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coordinated Plan email formats with LeadIQ.

How many employees does Coordinated Plan have currently?

Coordinated Plan has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Coordinated Plan's key employees and leadership?

As of July 2026, Coordinated Plan's key employees include:

Relationship Manager: P. C.
Financial Paraplanner And Analyst: A. S.
Registered Service Associate: D. C.

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Coordinated Plan Employee Directory

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